Power BI Connector for Act! CRM

Build 24.0.8963

Data Model

CData Power BI Connector for Act! CRM models entities in the Act! CRM Premium APIs as relational Views. The connector leverages the Act! Web API for bidirectional access to Act! CRM data from Act! Premium on-premises and Act! Premium Cloud. The connector also supports Act! Premium for Desktop, but you need an active subscription to connect.

Views

The views are defined in schema files, .rsd files with a simple format that makes them easy to edit. Set the Location property to the path to the folder containing the .rsd files.

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Build 24.0.8963